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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,325 | $138,102-62.1% | $125,381-58.3% | $134,532-61.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -12.43% | 750.73%-763.2pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,912 | $5,245-63.6% | $4,815-60.3% | $4,741-59.7% |
| Participant deferral / active EE | $5,418 | $7,801-30.5% | $7,448-27.3% | $6,401-15.4% |
| Admin fee / account holder | $1,478 | $11,568-87.2% | $10,007-85.2% | $11,429-87.1% |